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Documentation Index

Fetch the complete documentation index at: https://docs.crescendo.ai/llms.txt

Use this file to discover all available pages before exploring further.

Updated April 27, 2026

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Sales Attribution

It is important to correlate Chat Assistant conversations with shopping cart activity and orders. This guide uses Shopify Flow and order tags as the primary attribution path. Shopify’s native UTM reports rely on the storefront analytics pixel, which is routinely blocked by ad blockers, privacy extensions, browser tracking prevention (Safari ITP, Firefox ETP, Brave), and shoppers who decline the cookie banner — so assistant-attributed orders can drop out of those reports. UTM reports also attribute by browser session, so an order placed in a later session or after the shopper shared the cart link can lose its source. After the widget writes Crescendo attribution to the Shopify cart, Shopify carries that note to the order and Flow converts it into a visible order tag. This avoids relying on Shopify’s analytics pixel, but still requires the widget and cart update to run before checkout — see Known limitations. Three steps enable a standard Shopify report showing how many orders were created after a customer talked to the Chat Assistant:
  • install Chat Assistant Widget
  • create Shopify Flow to convert order notes to tags
  • add a filter to a standard Shopify report

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Install Chat Assistant Widget

Add the Crescendo AI Assistant to your storefront as described here: Enable AI Assistant on your Shopify Store.

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Create Shopify Flow to convert order notes to tags

The Chat Assistant Widget attaches attribution to the cart after a shopper starts a conversation. It can also mark the cart when assistant links include utm_source=crescendo. When the widget receives the c7o:bot:conversationStart event, it calls updateCartTags(). That function updates the Shopify cart through /cart/update.js with note crescendo and cart attributes such as:
AttributeDescription
bot_conversation_idConversation ID, when available
bot_sourceAttribution source, usually crescendo
bot_timestampTime the cart attribution was written
bot_initiatedTime the conversation-start event was handled
Shopify carries the cart note to the order. To use standard Shopify reports, convert that order note to an order tag with Shopify Flow.
  1. Add the Shopify Flow app in Shopify Admin if it is not already installed.
  2. Create a new workflow.
  3. Use Order created as the trigger.
  4. Add a condition: Order note includes crescendo.
  5. On the True path, add Add order tags with tag crescendo.
  6. Turn on the workflow.
Make sure that it looks like this. The screenshot shows the Order created trigger, the Order note includes crescendo condition, and the Add order tags action. Shopify Flow attribution workflow

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Add a filter to a standard Shopify Report

  • Open a standard Analytics report, such as Orders fulfilled by day or Orders over time.
  • Add a filter: Order tags contains crescendo.
  • Save the report if you want to reuse it.

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Verify attribution

Before relying on the report, place a test order. The widget must be installed, the cart must exist or be resolvable before checkout, and the cart must be marked by a conversation start or by a link with utm_source=crescendo.
  • Start a new assistant conversation, or click an assistant-provided product/cart/checkout link that includes utm_source=crescendo.
  • Add a product to the cart and place a test order.
  • Open the order in Shopify Admin and confirm the order note contains crescendo or the order additional details include Crescendo attribution attributes.
  • Confirm the Shopify Flow run succeeded.
  • Confirm the order has the crescendo tag and appears in the filtered report.

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Reporting beyond the basic filter

The crescendo order tag can be used for more than the Orders fulfilled by day report:
  • Revenue attributed to the assistant: filter sales reports by Order tags contains crescendo.
  • Conversion comparison: compare tagged orders with total storefront orders for the same date range.
  • Product or collection performance: filter product sales reports by the crescendo tag.
  • Orders by conversation intent: combine Shopify tagged orders with Crescendo conversation reporting outside Shopify.

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Known limitations

  • Attribution starts only after the widget loads and marks the session.
  • Link-click cart attribution requires assistant links to include utm_source=crescendo.
  • Anonymous shoppers do not provide customer identity context.
  • If a shopper checks out before a cart exists or before the cart update completes, the order may not be tagged.
  • Browser storage or script blockers can prevent attribution from persisting across pages.
  • Custom storefronts or custom cart flows must still allow Shopify cart updates before checkout.

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You’re done!

Now you can use Shopify reports to see how many orders were placed after a conversation with the Chat Assistant.